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BKPIX vs OEPIX
BKPIX vs OEPIX Comparison Chart
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BKPIX vs. OEPIX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKPIX is a Buy and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.5M vs. BKPIX (8.49M). BKPIX pays higher dividends than OEPIX: BKPIX (0.81) vs OEPIX (0.62). BKPIX was incepted earlier than OEPIX: BKPIX (24 years) vs OEPIX (19 years). BKPIX (1.92) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. BKPIX (163.00). BKPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BKPIX annual gain was more profitable for investors over the last year : 21.30 vs. OEPIX (-37.55). OEPIX return over 5 years is better than : 259.68 vs. BKPIX (156.14).
| BKPIX | OEPIX | BKPIX / OEPIX | |
| Total Expense Ratio | 1.78 | 1.72 | 103% |
| Annual Report Gross Expense Ratio | 1.92 | 1.72 | 112% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -7.705 | -12.986 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49M | 10.5M | 81% |
| Annual Yield % from dividends | 0.81 | 0.62 | 131% |
| Returns for 1 year | 21.30 | -37.55 | -57% |
| Returns for 3 years | 3.81 | -27.52 | -14% |
| Returns for 5 years | 156.14 | 259.68 | 60% |
| Returns for 10 years | 90.17 | -87.68 | -103% |
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